摩根士丹利:电商中更看好阿里,“高德扫街榜”将重塑本地生活竞争格局

华尔街见闻
Sep 11

周三,阿里巴巴旗下高德地图宣布推出全球首个基于用户行为产生的榜单“高德扫街榜”,被视为阿里发力本地生活服务市场的最新举措。 据追风交易台消息,摩根士丹利分析师Gary Yu、Joanne Lau等在最新研报中指出,“高德扫街榜”的模式和美团大众点评高度相似,此举是阿里重新发力到店业务的明确信号,将重塑本地生活服务领域的竞争格局。 分析师认为,阿里在本地服务领域的扩张可能导致按需服务竞争延伸至店内...

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